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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Wednesday February 22.

Nike (NYSE:NKE), VFCorp (NYSE:VFC), Lululemon (NASDAQ:LULU), Harman International (NYSE:HAR), Harley Davidson (NYSE:HOG), Urban Outfitters (NASDAQ:URBN), Honeywell (NYSE:HON), Eaton (NYSE:ETN), General Electric (NYSE:GE), Boeing (NYSE:BA), General Motors (NYSE:GM), Ford (NYSE:F), Schlumberger (NYSE:SLB), Alcoa (NYSE:AA)

Why aren't stocks lower because of rising gas prices? One explanation is that the consumer isn't feeling the pain yet, as evidenced by strong quarters and performances from Nike (NKE), VFCorp (VFC), Lululemon (LULU), Harman International (HAR), Harley Davidson (HOG) and Urban Outfitters (URBN). Cramer mentioned a few other reasons why the economy might withstand the high price of gas.

1. Unemployment is lower, growth is high.

2. Interest rates are still low.

3. Some companies, especially those that deal with energy saving devices like Honeywell (HON), Eaton (ETN) and General Electric (GE), perform well when energy prices are high, since they make energy saving devices. General Motors (GM) and Ford (F), since they make some models of cars that run on less fuel, may also see an upside from rising oil.

4. Oil companies, like Schlumberger (NYSE:SLG) perform well when oil is higher.

Cramer took a call:

Alcoa (AA): Aluminum is going to continue to be a challenged commodity. Cramer would stay away from Alcoa.

CEO Interview: Glenn Tullman, Allscripts (NASDAQ:MDRX)

One of the hottest areas in the healthcare space is the shift to electronic records. There are government incentives for doctors and hospitals to make this shift by 2015, and yet, only 30% of hospitals and 50% of doctors have implemented these changes. Cramer got behind Allscripts (MDRX) on this trend in 2009, and since then, the stock has seen a 135% gain. The company delivered in-line earnings when The Street had higher expectations, and the stock fell 9% as a result. CEO Glenn Tullman explained that bookings growth was 26% with growing cash flow. The government incentives are good for business, and more doctors and hospitals are changing to electronic records to reach the 2015 deadline.

CEO Interview: Michael Johnson, Herbalife (NYSE:HLF)

Herbalife (HLF) is the leader in the direct marketing space with energy drinks, vitamins and nutritional supplements. The stock is a play on the obesity epidemic, unemployment and emerging markets. Herbalife reported a 14 cents earnings beat on higher revenues that rose 19% year over year. The company raised guidance and boosted its dividend; as a result the stock jumped 7%. The stock has risen 225% since Cramer got behind it in 2009. CEO Michael Johnson explained that its guidance for China and India was conservative because the company has seen huge initial growth in these countries, which will straighten out before adjusting to a daily consumption model. The company saw an astounding 89% upside in Central and South America. Cramer said Michael Johnson is a "bankable" CEO, and the last time the stock got hit and Cramer recommended it was one of the best buying opportunities on Mad Money.

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Source: Cramer's Mad Money - Why High Oil Prices Are Not Hurting Stocks (2/22/12)